Top Ten Retirement Distribution Planning Mistakes

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April Caudill, JD, CLU, ChFC, AEP

Top Ten Retirement Distribution Planning Mistakes – Society of Financial Service Professionals

Financial Service Forum 2008

The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership. A general session case study features a distinguished panel helping a family sort out a business succession planning problem. Complementing the advanced technical education are eight practice management sessions that provide important information on keeping your practice running smoothly and profitably.

The rules governing IRA and qualified plan distributions are among the most complex in the tax code, and an estimated $10 trillion of IRA assets are at stake. As baby boomers move toward retirement, they will seek advisors who can help them navigate these requirements, avoid tax traps, and create liquidity that allows them to maintain tax deferred income for the long term. Learn to identify and work around ten common distribution planning traps.


Duration : 0:2:4

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